Purchases and Sales Made in Q3 2020 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2020. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 5.6% |
$516K - $518K
|
195K
$9.85M
|
|
|
Nov 04, 2020
Q3 2020
|
La Fleur & Godfrey LLC
|
BUY
|
- |
9.97KNew |
$498K - $500K
|
9.97K
$504K
|
|
|
Nov 02, 2020
Q3 2020
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.95K+ 25.39% |
$497K - $499K
|
49.1K
$2.49M
|
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.95K+ 22.47% |
$497K - $499K
|
54.2K
$2.74M
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
9.58K+ 20.29% |
$479K - $480K
|
56.8K
$2.87M
|
|
|
Oct 23, 2020
Q3 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
9.37K+ 6.82% |
$468K - $470K
|
147K
$7.42M
|
|
|
Oct 07, 2020
Q3 2020
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9.25KNew |
$462K - $464K
|
9.25K
$468K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.93K+ 46.64% |
$446K - $448K
|
28.1K
$1.42M
|
|
|
Nov 10, 2020
Q3 2020
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.92K+ 10.45% |
$446K - $447K
|
94.3K
$4.77M
|
|
|
Oct 29, 2020
Q3 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.19K+ 17.58% |
$409K - $411K
|
54.8K
$2.77M
|
|
|
Nov 16, 2020
Q3 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
7.79K+ 151.2% |
$389K - $391K
|
12.9K
$654K
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.7K+ 43.68% |
$385K - $386K
|
25.3K
$1.28M
|
|
|
Nov 13, 2020
Q3 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
7.38KNew |
$369K - $370K
|
7.38K
$373K
|
|
|
Nov 16, 2020
Q3 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.22KNew |
$361K - $362K
|
7.22K
$365K
|
|
|
Oct 19, 2020
Q3 2020
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7KNew |
$350K - $351K
|
7K
$354K
|
|
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.22KNew |
$311K - $312K
|
6.22K
$314K
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.21K+ 62.32% |
$310K - $311K
|
16.2K
$818K
|
|
|
Dec 22, 2020
Q3 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.13K+ 4.38% |
$306K - $307K
|
146K
$7.39M
|
|
|
Nov 16, 2020
Q3 2020
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.8KNew |
$290K - $291K
|
5.8K
$293K
|
|
|
Oct 16, 2020
Q3 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.69KNew |
$285K - $286K
|
5.69K
$288K
|
|
|
Oct 07, 2020
Q3 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.42K+ 94.38% |
$271K - $272K
|
11.2K
$565K
|
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.37K+ 34.7% |
$268K - $269K
|
20.8K
$1.05M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.23K+ 9.97% |
$261K - $262K
|
57.7K
$2.92M
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
5.18K+ 73.68% |
$259K - $260K
|
12.2K
$618K
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.14K+ 5.31% |
$257K - $258K
|
102K
$5.15M
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.13K+ 39.13% |
$256K - $257K
|
18.2K
$923K
|
|
|
Oct 19, 2020
Q3 2020
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.99K+ 26.35% |
$249K - $250K
|
23.9K
$1.21M
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.85K+ 13.61% |
$242K - $243K
|
40.5K
$2.05M
|
|
|
Oct 29, 2020
Q3 2020
|
Financial Life Advisors
|
BUY
|
- |
4.74K+ 3.33% |
$237K - $238K
|
147K
$7.45M
|
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.58KNew |
$229K - $230K
|
4.58K
$232K
|
|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.51K+ 12.61% |
$225K - $226K
|
40.3K
$2.04M
|
|
|
Oct 28, 2020
Q3 2020
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.39KNew |
$219K - $220K
|
4.39K
$222K
|
|
|
Nov 13, 2020
Q3 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.32K+ 64.24% |
$216K - $217K
|
11.1K
$559K
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.24KNew |
$212K - $213K
|
4.24K
$214K
|
|
|
Nov 04, 2020
Q3 2020
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
4.13K+ 11.76% |
$206K - $207K
|
39.2K
$1.98M
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.08K+ 162.73% |
$204K - $205K
|
6.59K
$333K
|
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4.03K+ 19.58% |
$201K - $202K
|
24.6K
$1.24M
|
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.01KNew |
$201K - $201K
|
4.01K
$203K
|
|
|
Nov 17, 2020
Q3 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.94K+ 17.73% |
$197K - $198K
|
26.2K
$1.32M
|
|
|
Oct 27, 2020
Q3 2020
|
Spinnaker Trust
|
BUY
|
- |
3.88K+ 3.3% |
$194K - $194K
|
121K
$6.14M
|
|
|
Nov 13, 2020
Q3 2020
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.75K+ 24.34% |
$187K - $188K
|
19.1K
$968K
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
3.67K+ 15300.0% |
$183K - $184K
|
3.7K
$187K
|
|
|
Nov 12, 2020
Q3 2020
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.64K+ 36.65% |
$182K - $183K
|
13.6K
$687K
|
|
|
Oct 13, 2020
Q3 2020
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.62K+ 20.11% |
$181K - $182K
|
21.6K
$1.09M
|
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.46K+ 39.36% |
$173K - $173K
|
12.2K
$620K
|
|
|
Nov 03, 2020
Q3 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.38K+ 33.24% |
$169K - $169K
|
13.5K
$684K
|
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.22K+ 15.65% |
$161K - $161K
|
23.8K
$1.2M
|
|
|
Nov 06, 2020
Q3 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.18K+ 41.88% |
$159K - $159K
|
10.8K
$544K
|
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.87K+ 20.87% |
$143K - $144K
|
16.6K
$841K
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.86K+ 9.1% |
$143K - $143K
|
34.3K
$1.73M
|